Interact to see
Advertisement
Advertisement
JAMCX vs MVCAX
JAMCX vs MVCAX Comparison
Open Charts JAMCX vs MVCAX
JPMorgan Mid Cap Value A
Price$35.65
Change-$0.10 (-0.28%)
VolumeN/A
Net Assets11.67B
JAMCX vs MVCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JAMCX vs. MVCAX commentary
Nov 20, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JAMCX is a Hold and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.4B vs. JAMCX (11.7B). MVCAX pays higher dividends than JAMCX: MVCAX (0.85) vs JAMCX (0.62). JAMCX was incepted earlier than MVCAX: JAMCX (25 years) vs MVCAX (24 years). JAMCX (1.19) is less costly to investors than MVCAX (1.00). JAMCX is a more actively managed with annual turnover of: 39.00 vs. MVCAX (27.00). MVCAX initial investment is less costly to investors than JAMCX (5%) vs JAMCX (5%). JAMCX (1000) and MVCAX (1000) have matching initial minimum investment requirements. MVCAX annual gain was more profitable for investors over the last year : -10.73 vs. JAMCX (-12.09). MVCAX return over 5 years is better than : 32.26 vs. JAMCX (-0.74).
| JAMCX | MVCAX | JAMCX / MVCAX | |
| Total Expense Ratio | 1.09 | 0.99 | 110% |
| Annual Report Gross Expense Ratio | 1.19 | 1.00 | 119% |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | 1.221 | 1.597 | 76% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 16.4B | 71% |
| Annual Yield % from dividends | 0.62 | 0.85 | 73% |
| Returns for 1 year | -12.09 | -10.73 | 113% |
| Returns for 3 years | -3.66 | 9.47 | -39% |
| Returns for 5 years | -0.74 | 32.26 | -2% |
| Returns for 10 years | 4.36 | 65.95 | 7% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| DBMF | 28.50 | 0.17 | +0.60% |
| iMGP DBi Managed Futures Strategy ETF | |||
| RSSL | 91.67 | -0.08 | -0.09% |
| Global X Russell 2000 ETF | |||
| MMIN | 24.00 | -0.04 | -0.17% |
| NYLI MacKay Muni Insured ETF | |||
| IFGL | 22.58 | -0.05 | -0.23% |
| iShares International Dev Real Est ETF | |||
| RFEU | 71.62 | -1.55 | -2.12% |
| First Trust RiverFront Dynamic Eurp ETF | |||